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Blk Portafolio Estratégico Gold Crecimiento Sa De Cv F.i.r.v. B2-b (0P000082JJ)

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3.505 +0.010    +0.15%
31/01 - Closed. Currency in MXN
Type:  Fund
Market:  Mexico
Issuer:  Impulsora de Fondos Banamex SA de CV
ISIN:  MX52GO0A0034 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 6.57B
Horizontes Balanceados 4 SA de CV S.I.R.V. B2-B 3.505 +0.010 +0.15%

0P000082JJ Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Horizontes Balanceados 4 SA de CV S.I.R.V. B2-B (0P000082JJ) fund. Our Horizontes Balanceados 4 SA de CV S.I.R.V. B2-B portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 5.270 10.370 5.100
Stocks 55.290 55.290 0.000
Bonds 39.340 40.180 0.840
Other 0.110 0.120 0.010

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 16.899 17.680
Price to Book 2.654 2.873
Price to Sales 1.939 2.095
Price to Cash Flow 12.243 12.165
Dividend Yield 2.313 2.205
5 Years Earnings Growth 10.009 11.132

Sector Allocation

Name  Net % Category Average
Technology 25.690 27.393
Financial Services 15.410 13.324
Consumer Cyclical 9.990 9.243
Industrials 9.860 10.044
Consumer Defensive 9.290 9.291
Communication Services 8.840 9.488
Healthcare 8.070 7.570
Basic Materials 5.420 7.026
Energy 2.750 2.678
Utilities 2.470 2.037
Real Estate 2.220 3.177

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 52

Number of short holdings: 4

Name ISIN Weight % Last Change %
  iShares $ Treasury Bond 3-7yr UCITS MXN Hedged (Ac IE00BMWB9633 19.55 6,048.53 +0.07%
iShares Core S&P 500 ETF - 12.21 - -
  Horizonte Banamex Cuatro SA de CV S.I.R.V. M0-A MX52BL0A0056 10.53 6.022 +0.31%
  iShares NAFTRAC MX1BNA060014 7.09 51.32 -1.33%
Mexico (United Mexican States) MX0MGO0000B2 6.00 - -
  iShares S&P 500 USD Info Tech IE00B3WJKG14 4.97 32.285 +2.18%
  BLK Liquidez Gubernamental México - Muy Corto Plaz MX51BL0E00C1 4.20 3.368 0%
Mexico (United Mexican States) MX0MGO0000H9 3.98 - -
Mexico (United Mexican States) MX0MGO0001F1 3.96 - -
  iShares MSCI Eurozone US4642866085 3.46 50.57 -0.78%

Top Equity Funds by BlackRock Mexico Operadora, SA de CV

  Name Rating Total Assets YTD% 3Y% 10Y%
  Horizontes Balanceados 3 SA de CV S 18.69B 14.47 6.52 6.71
  Horizontes Balanceados 3 SA B1 C 18.69B 13.12 5.27 5.47
  Horizonte Banamex Cuatro SA B1 D 12.42B 40.01 3.35 9.59
  Horizonte Banamex Cuatro SA M0 A 12.42B 43.48 -1.25 9.80
  Horizonte Banamex Cuatro SA B0 E 12.42B 42.48 5.16 11.35
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